CA
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Claris Advisors’s ADT ADT Stock Holding History

Claris Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed -$268 – 95
2024
Q3 		$268 Buy
+37
New +$271 ﹤0.01% 863

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State Farm Mutual Automobile Insurance
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Claris Advisors's ADT Position: Q4 2024 in Review

Claris Advisors sold out of ADT (ADT) in Q4 2024, closing a stake of 37 shares — an estimated $268 sold.

Claris Advisors first reported a position in ADT in Q3 2024 and held it in 1 quarter. The position peaked at $268 in Q3 2024. 316 funds tracked by Wall St. Rank hold ADT as of Q4 2024.

  • Claris Advisors reported no remaining ADT position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 37 ADT shares in Q4 2024, an estimated $268.
  • Claris Advisors first reported a position in ADT in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's ADT position peaked at $268 in Q3 2024.
  • 316 funds tracked by Wall St. Rank held ADT as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.